Strategies on Allocating Windfalls, Plus Does the Government Owe You 2K (SB1501)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 10 April 2024

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Did you recently come into some money? Are you expecting to in the near future? How have you treated "found money" in the past? With millions of Americans receiving their income tax refund, today we discuss what smart Stackers do with "found" money. Not only that, but we also dive deeper into tips for how to decide ahead of time what you will do with any windfalls that come your way throughout the year, so you don't have to worry about blowing investing the entire amount on a brand new El Camino. Be sure to stick around for Doug's this-day-in-baseball-history-themed trivia question! FULL SHOW NOTES: https://www.stackingbenjamins.com/what-to-do-with-your-tax-refund-1501 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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